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Holistic Financial Partners’s Motorola Solutions MSI Stock Holding History

Holistic Financial Partners’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Sell
571
-31
-5% -$13K 0.14% 100
2026
Q1 		$261K Buy
602
+17
+3% +$7.36K 0.1% 117
2025
Q4 		$224K Sell
585
-23
-4% -$9.24K 0.08% 124
2025
Q3 		$278K Buy
608
+3
+0.5% +$1.35K 0.11% 103
2025
Q2 		$254K Buy
605
+2
+0.3% +$837 0.11% 103
2025
Q1 		$264K Buy
603
+3
+0.5% +$1.34K 0.13% 91
2024
Q4 		$277K Sell
600
-2
-0.3% -$949 0.14% 92
2024
Q3 		$271K Sell
602
-382
-39% -$159K 0.13% 93
2024
Q2 		$380K Sell
984
-285
-22% -$103K 0.19% 63
2024
Q1 		$450K Buy
1,269
+10
+0.8% +$3.29K 0.23% 54
2023
Q4 		$394K Hold
1,259
– – 0.24% 59
2023
Q3 		$343K Buy
1,259
+42
+3% +$12K 0.23% 60
2023
Q2 		$357K Sell
1,217
-70
-5% -$20K 0.25% 57
2023
Q1 		$368K Buy
1,287
+79
+7% +$20.8K 0.29% 54
2022
Q4 		$311K Buy
1,208
+25
+2% +$6.25K 0.28% 61
2022
Q3 		$265K Sell
1,183
-1
-0.1% -$236 0.26% 63
2022
Q2 		$248K Buy
+1,184
New +$258K 0.23% 68

Other funds holding MSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Holistic Financial Partners's MSI Position: Q2 2026 in Review

Holistic Financial Partners reduced its Motorola Solutions (MSI) stake by 5.1% in Q2 2026, selling an estimated $13K and leaving 571 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #100.

Holistic Financial Partners first reported a position in MSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $450K in Q1 2024. 1,464 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • Holistic Financial Partners held 571 shares of Motorola Solutions worth $237K as of Q2 2026.
  • Holistic Financial Partners sold 31 Motorola Solutions shares in Q2 2026, an estimated $13K.
  • Motorola Solutions made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #100 holding.
  • Holistic Financial Partners first reported a position in Motorola Solutions in Q2 2022 and has held it in 17 quarters since.
  • Holistic Financial Partners's Motorola Solutions position peaked at $450K in Q1 2024.
  • 1,464 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.